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Western Financial Planning Limited

06461310

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

3 MARCO POLO HOUSE, TAUNTON, TA2 6BJ
Incorporated 31/12/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Denis Webber Compton

director · Since 31/12/2007

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 61

Also on 1 other board

Mr Graham Nigel Evans

director · Since 09/01/2026

BRITISH · UNITED KINGDOM · Age 59

Also on 4 other boards

Persons with Significant Control

Mr Graham Nigel Evans

75–100% shares

British · United Kingdom · Age 59

Mistral, Lower Road, Salisbury, SP2 9AR

Notified 09/01/2026

Former PSCs

Mr Graham Nigel Evans

Ceased 09/01/2026

CompanyRankvs 2765+ SIC 64999 peers
76

Financial strength63th percentile among SIC peers · 16/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 68.74× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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2765Western Financial Planning Limited
76
How is this score calculated?
Financial strength16/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees10/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£20k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£21k

Working capital

Current Assets

£22k

Current Liabilities

£315

Fixed Assets

£48

2avg. employees

Balance Sheet

Assets less current liabilities£21k
Signed by Mr Denis Compton 23 December 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
202568.74-£1k
202429.63+£2k
202318.49-£576
202218.99+£700
202118.34-£1k
202019.48+£502
201919.21—

Derived from filed accounts. Not audited figures.